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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

VESTWELL HOLDINGS, INC. 401(k) Plan

What public Form 5500 filings show about the VESTWELL HOLDINGS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$23.8M
Participants
441
Plans on file
1

The VESTWELL HOLDINGS, INC. 401(k) on its latest Form 5500

VESTWELL HOLDINGS, INC. (EIN 81-3062212) reports VESTWELL HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $23.8M in plan assets across 441 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full VESTWELL HOLDINGS, INC. filing — schedules, fees, and providers.

Who runs the VESTWELL HOLDINGS, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vestwell, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VESTWELL HOLDINGS, INC. 401(k).

How to check your VESTWELL HOLDINGS, INC. 401(k)

  • Log in to Vestwell’s participant portal (the site on your statements).
  • Ask VESTWELL HOLDINGS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: VESTWELL HOLDINGS, INC. — all Form 5500 filings (EIN 81-3062212) · New York employer EIN lookup · Form 5500 search
VESTWELL HOLDINGS, INC. 401(k) Plan — Form 5500